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cats:procedures:invoices:openinvoicereport [2022/12/05 15:49] – jen | cats:procedures:invoices:openinvoicereport [2022/12/06 16:45] (current) – [Open Invoices Quick Report] jen | ||
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You can choose to view broker (commission invoices), or to filter by Invoice Flag or Customer Reference number. | You can choose to view broker (commission invoices), or to filter by Invoice Flag or Customer Reference number. | ||
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Make your selections for which record to show on this report. Next, you will need to select columns and order. | Make your selections for which record to show on this report. Next, you will need to select columns and order. | ||
- | Pick **Select Columns** from the top menu to choose an order and subtotals. | + | A typical report order is shown below. |
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- | When you have finished picking an order, select **Exit** to return to the filter screens. | + | To change the columns you have selected for this report, |
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- | To change the columns you have selected for this report, | + | |
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+ | When you have finished picking an order, select the printer output. | ||
====Open Invoices Quick Report==== | ====Open Invoices Quick Report==== | ||
You can use the **?** menu choice to see a list of all open invoices for the account you last reviewed in CATS. | You can use the **?** menu choice to see a list of all open invoices for the account you last reviewed in CATS. | ||
Review an account (look up a contract or invoice for that account, or go to **Accounting > Accts: Name/Addr** and review an account). Then select the **? > Open Invoices** option. | Review an account (look up a contract or invoice for that account, or go to **Accounting > Accts: Name/Addr** and review an account). Then select the **? > Open Invoices** option. | ||
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You can click on the **Change Account** link to choose a different account. | You can click on the **Change Account** link to choose a different account. | ||
If there are no open invoices for the account code you’ve selected, you will see a message advising you of this fact. | If there are no open invoices for the account code you’ve selected, you will see a message advising you of this fact. | ||
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Pick **Exit** to return to the previous menu. | Pick **Exit** to return to the previous menu. | ||
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